Senior Client Relationship Specialist – Banking

First Merchants Bank

Columbus (OH)

On-site

USD 42,000 - 65,000

Full time

14 days+

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Benefits offered by this job

Base pay plus bonuses
Medical, Dental and Vision Insurance
401k
Paid Parental Leave
Tuition Reimbursement

Job summary

A regional financial institution is seeking a Senior Customer Relationship Representative for their Columbus, OH location. This role is crucial for delivering exceptional customer service by effectively processing transactions, opening accounts, and identifying products to assist customers with their financial needs. Candidates should have a high school diploma and at least a year of experience in banking or sales. The position offers competitive base pay and bonuses along with comprehensive benefits, including medical, dental, and 401k options.

Qualifications

  • Minimum of one year of banking, sales, or related experience.
  • Six months of experience selling products or services.
  • Ability to obtain Notary Public designation.

Responsibilities

  • Deliver high-quality customer service in banking transactions.
  • Assist with banking center operations and audits.
  • Identify relationship opportunities with clients.

Skills

Customer service excellence
Sales effectiveness
Multitasking ability
Product knowledge

Education

High school diploma or equivalent (GED)

Tools

CRM software

Job description

A regional financial institution is seeking a Senior Customer Relationship Representative for their Columbus, OH location. This role is crucial for delivering exceptional customer service by effectively processing transactions, opening accounts, and identifying products to assist customers with their financial needs. Candidates should have a high school diploma and at least a year of experience in banking or sales. The position offers competitive base pay and bonuses along with comprehensive benefits, including medical, dental, and 401k options.
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